Home > Webster Bank > Fiduciary and Related Services
Webster Bank, Fiduciary and Related Services
| 2023-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 4 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,714,000 | 157 |
| Number of Managed Accounts | $861,000 | 231 |
| Number of Non-Managed Accounts | $853,000 | 71 |
| Total fiduciary and related assets | $1,773,466,000 | 194 |
| Managed Assets ($) | $1,353,835,000 | 175 |
| Non-managed Assets ($) | $419,631,000 | 164 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,745,000 | 174 |
| 2023-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 5 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,687,000 | 153 |
| Number of Managed Accounts | $844,000 | 214 |
| Number of Non-Managed Accounts | $843,000 | 67 |
| Total fiduciary and related assets | $1,596,038,000 | 199 |
| Managed Assets ($) | $1,234,766,000 | 179 |
| Non-managed Assets ($) | $361,272,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,181,000 | 176 |
| 2023-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 3 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,694,000 | 157 |
| Number of Managed Accounts | $853,000 | 229 |
| Number of Non-Managed Accounts | $841,000 | 70 |
| Total fiduciary and related assets | $1,656,658,000 | 191 |
| Managed Assets ($) | $1,289,179,000 | 175 |
| Non-managed Assets ($) | $367,479,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,760,000 | 175 |
| 2023-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,689,000 | 162 |
| Number of Managed Accounts | $855,000 | 221 |
| Number of Non-Managed Accounts | $834,000 | 69 |
| Total fiduciary and related assets | $1,613,238,000 | 198 |
| Managed Assets ($) | $1,253,534,000 | 185 |
| Non-managed Assets ($) | $359,704,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,325,000 | 181 |
| 2022-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,678,000 | 166 |
| Number of Managed Accounts | $852,000 | 236 |
| Number of Non-Managed Accounts | $826,000 | 75 |
| Total fiduciary and related assets | $1,505,212,000 | 203 |
| Managed Assets ($) | $1,160,184,000 | 191 |
| Non-managed Assets ($) | $345,028,000 | 171 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,564,000 | 183 |
| 2022-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,653,000 | 166 |
| Number of Managed Accounts | $848,000 | 224 |
| Number of Non-Managed Accounts | $805,000 | 69 |
| Total fiduciary and related assets | $1,437,853,000 | 201 |
| Managed Assets ($) | $1,110,709,000 | 190 |
| Non-managed Assets ($) | $327,144,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,200,000 | 184 |
| 2022-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,645,000 | 147 |
| Number of Managed Accounts | $851,000 | 209 |
| Number of Non-Managed Accounts | $794,000 | 61 |
| Total fiduciary and related assets | $1,495,050,000 | 169 |
| Managed Assets ($) | $1,155,372,000 | 160 |
| Non-managed Assets ($) | $339,678,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,946,000 | 153 |
| 2022-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,645,000 | 149 |
| Number of Managed Accounts | $850,000 | 200 |
| Number of Non-Managed Accounts | $795,000 | 58 |
| Total fiduciary and related assets | $1,830,180,000 | 164 |
| Managed Assets ($) | $1,449,348,000 | 148 |
| Non-managed Assets ($) | $380,832,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,616,000 | 151 |
| 2021-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,659,000 | 153 |
| Number of Managed Accounts | $856,000 | 213 |
| Number of Non-Managed Accounts | $803,000 | 62 |
| Total fiduciary and related assets | $1,938,646,000 | 164 |
| Managed Assets ($) | $1,530,722,000 | 147 |
| Non-managed Assets ($) | $407,924,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $10,500,000 | 150 |
| 2021-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,648,000 | 150 |
| Number of Managed Accounts | $844,000 | 205 |
| Number of Non-Managed Accounts | $804,000 | 58 |
| Total fiduciary and related assets | $1,833,080,000 | 167 |
| Managed Assets ($) | $1,438,534,000 | 152 |
| Non-managed Assets ($) | $394,546,000 | 140 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,745,000 | 152 |
| 2021-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,629,000 | 155 |
| Number of Managed Accounts | $836,000 | 212 |
| Number of Non-Managed Accounts | $793,000 | 60 |
| Total fiduciary and related assets | $1,830,115,000 | 166 |
| Managed Assets ($) | $1,441,487,000 | 152 |
| Non-managed Assets ($) | $388,628,000 | 142 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,114,000 | 151 |
| 2021-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,641,000 | 152 |
| Number of Managed Accounts | $837,000 | 207 |
| Number of Non-Managed Accounts | $804,000 | 62 |
| Total fiduciary and related assets | $1,754,124,000 | 167 |
| Managed Assets ($) | $1,394,100,000 | 150 |
| Non-managed Assets ($) | $360,024,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,510,000 | 152 |
| 2020-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,649,000 | 155 |
| Number of Managed Accounts | $841,000 | 212 |
| Number of Non-Managed Accounts | $808,000 | 67 |
| Total fiduciary and related assets | $1,726,261,000 | 165 |
| Managed Assets ($) | $1,367,127,000 | 153 |
| Non-managed Assets ($) | $359,134,000 | 141 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,182,000 | 152 |
| 2020-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,657,000 | 150 |
| Number of Managed Accounts | $849,000 | 202 |
| Number of Non-Managed Accounts | $808,000 | 64 |
| Total fiduciary and related assets | $1,565,528,000 | 162 |
| Managed Assets ($) | $1,237,970,000 | 151 |
| Non-managed Assets ($) | $327,558,000 | 143 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,719,000 | 151 |
| 2020-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,717,000 | 148 |
| Number of Managed Accounts | $843,000 | 210 |
| Number of Non-Managed Accounts | $874,000 | 62 |
| Total fiduciary and related assets | $1,492,171,000 | 166 |
| Managed Assets ($) | $1,182,692,000 | 155 |
| Non-managed Assets ($) | $309,479,000 | 151 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,357,000 | 152 |
| 2020-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,787,000 | 143 |
| Number of Managed Accounts | $862,000 | 197 |
| Number of Non-Managed Accounts | $925,000 | 61 |
| Total fiduciary and related assets | $1,349,481,000 | 170 |
| Managed Assets ($) | $1,064,619,000 | 156 |
| Non-managed Assets ($) | $284,862,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,143,000 | 160 |
| 2019-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,831,000 | 145 |
| Number of Managed Accounts | $880,000 | 205 |
| Number of Non-Managed Accounts | $951,000 | 66 |
| Total fiduciary and related assets | $1,582,226,000 | 165 |
| Managed Assets ($) | $1,257,427,000 | 155 |
| Non-managed Assets ($) | $324,799,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,882,000 | 153 |
| 2019-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,822,000 | 143 |
| Number of Managed Accounts | $876,000 | 199 |
| Number of Non-Managed Accounts | $946,000 | 65 |
| Total fiduciary and related assets | $1,500,476,000 | 167 |
| Managed Assets ($) | $1,189,364,000 | 156 |
| Non-managed Assets ($) | $311,112,000 | 145 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,542,000 | 153 |
| 2019-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,774,000 | 148 |
| Number of Managed Accounts | $858,000 | 207 |
| Number of Non-Managed Accounts | $916,000 | 66 |
| Total fiduciary and related assets | $1,477,470,000 | 167 |
| Managed Assets ($) | $1,178,697,000 | 154 |
| Non-managed Assets ($) | $298,773,000 | 147 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,310,000 | 151 |
| 2019-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,768,000 | 148 |
| Number of Managed Accounts | $849,000 | 207 |
| Number of Non-Managed Accounts | $919,000 | 66 |
| Total fiduciary and related assets | $1,434,114,000 | 170 |
| Managed Assets ($) | $1,143,487,000 | 154 |
| Non-managed Assets ($) | $290,627,000 | 148 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,126,000 | 152 |
| 2018-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,787,000 | 145 |
| Number of Managed Accounts | $853,000 | 207 |
| Number of Non-Managed Accounts | $934,000 | 68 |
| Total fiduciary and related assets | $1,341,757,000 | 168 |
| Managed Assets ($) | $1,068,916,000 | 153 |
| Non-managed Assets ($) | $272,841,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,666,000 | 153 |
| 2018-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,799,000 | 139 |
| Number of Managed Accounts | $864,000 | 203 |
| Number of Non-Managed Accounts | $935,000 | 64 |
| Total fiduciary and related assets | $1,498,120,000 | 162 |
| Managed Assets ($) | $1,206,369,000 | 147 |
| Non-managed Assets ($) | $291,751,000 | 155 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,581,000 | 151 |
| 2018-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,789,000 | 141 |
| Number of Managed Accounts | $850,000 | 205 |
| Number of Non-Managed Accounts | $939,000 | 64 |
| Total fiduciary and related assets | $1,442,289,000 | 164 |
| Managed Assets ($) | $1,163,332,000 | 146 |
| Non-managed Assets ($) | $278,957,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,379,000 | 152 |
| 2018-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,824,000 | 138 |
| Number of Managed Accounts | $861,000 | 204 |
| Number of Non-Managed Accounts | $963,000 | 64 |
| Total fiduciary and related assets | $1,445,801,000 | 162 |
| Managed Assets ($) | $1,165,165,000 | 145 |
| Non-managed Assets ($) | $280,636,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,168,000 | 156 |
| 2017-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,858,000 | 137 |
| Number of Managed Accounts | $894,000 | 201 |
| Number of Non-Managed Accounts | $964,000 | 69 |
| Total fiduciary and related assets | $1,457,889,000 | 162 |
| Managed Assets ($) | $1,169,072,000 | 143 |
| Non-managed Assets ($) | $288,817,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,367,000 | 153 |
| 2017-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,866,000 | 135 |
| Number of Managed Accounts | $882,000 | 199 |
| Number of Non-Managed Accounts | $984,000 | 63 |
| Total fiduciary and related assets | $1,424,985,000 | 162 |
| Managed Assets ($) | $1,145,048,000 | 144 |
| Non-managed Assets ($) | $279,937,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,217,000 | 151 |
| 2017-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,920,000 | 129 |
| Number of Managed Accounts | $879,000 | 197 |
| Number of Non-Managed Accounts | $1,041,000 | 62 |
| Total fiduciary and related assets | $1,386,563,000 | 159 |
| Managed Assets ($) | $1,121,148,000 | 141 |
| Non-managed Assets ($) | $265,415,000 | 161 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,104,000 | 151 |
| 2017-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $924,000 | 228 |
| Number of Managed Accounts | $888,000 | 195 |
| Number of Non-Managed Accounts | $36,000 | 285 |
| Total fiduciary and related assets | $1,356,011,000 | 158 |
| Managed Assets ($) | $1,092,716,000 | 140 |
| Non-managed Assets ($) | $263,295,000 | 157 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,014,000 | 151 |
| 2016-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $933,000 | 228 |
| Number of Managed Accounts | $901,000 | 189 |
| Number of Non-Managed Accounts | $32,000 | 518 |
| Total fiduciary and related assets | $1,302,655,000 | 158 |
| Managed Assets ($) | $1,107,228,000 | 132 |
| Non-managed Assets ($) | $195,427,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,742,000 | 150 |
| 2016-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $921,000 | 222 |
| Number of Managed Accounts | $889,000 | 189 |
| Number of Non-Managed Accounts | $32,000 | 305 |
| Total fiduciary and related assets | $1,326,233,000 | 155 |
| Managed Assets ($) | $1,134,677,000 | 130 |
| Non-managed Assets ($) | $191,556,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,812,000 | 150 |
| 2016-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $929,000 | 221 |
| Number of Managed Accounts | $895,000 | 187 |
| Number of Non-Managed Accounts | $34,000 | 302 |
| Total fiduciary and related assets | $1,354,820,000 | 152 |
| Managed Assets ($) | $1,115,985,000 | 130 |
| Non-managed Assets ($) | $238,835,000 | 163 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,843,000 | 150 |
| 2016-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $927,000 | 222 |
| Number of Managed Accounts | $893,000 | 188 |
| Number of Non-Managed Accounts | $34,000 | 301 |
| Total fiduciary and related assets | $1,322,842,000 | 155 |
| Managed Assets ($) | $1,086,828,000 | 132 |
| Non-managed Assets ($) | $236,014,000 | 159 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,906,000 | 148 |
| 2015-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $919,000 | 234 |
| Number of Managed Accounts | $886,000 | 190 |
| Number of Non-Managed Accounts | $33,000 | 529 |
| Total fiduciary and related assets | $1,289,193,000 | 156 |
| Managed Assets ($) | $1,071,613,000 | 133 |
| Non-managed Assets ($) | $217,580,000 | 162 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,469,000 | 155 |
| 2015-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $917,000 | 226 |
| Number of Managed Accounts | $882,000 | 188 |
| Number of Non-Managed Accounts | $35,000 | 291 |
| Total fiduciary and related assets | $1,208,105,000 | 163 |
| Managed Assets ($) | $1,000,621,000 | 136 |
| Non-managed Assets ($) | $207,484,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,558,000 | 156 |
| 2015-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $913,000 | 228 |
| Number of Managed Accounts | $879,000 | 192 |
| Number of Non-Managed Accounts | $34,000 | 297 |
| Total fiduciary and related assets | $1,261,229,000 | 161 |
| Managed Assets ($) | $1,060,014,000 | 134 |
| Non-managed Assets ($) | $201,215,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,758,000 | 157 |
| 2015-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $895,000 | 227 |
| Number of Managed Accounts | $860,000 | 190 |
| Number of Non-Managed Accounts | $35,000 | 297 |
| Total fiduciary and related assets | $1,282,185,000 | 159 |
| Managed Assets ($) | $1,076,432,000 | 133 |
| Non-managed Assets ($) | $205,753,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,873,000 | 157 |
| 2014-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $897,000 | 236 |
| Number of Managed Accounts | $862,000 | 192 |
| Number of Non-Managed Accounts | $35,000 | 534 |
| Total fiduciary and related assets | $1,266,113,000 | 160 |
| Managed Assets ($) | $1,073,108,000 | 133 |
| Non-managed Assets ($) | $193,005,000 | 177 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,153,000 | 140 |
| 2014-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,076,000 | 197 |
| Number of Managed Accounts | $1,040,000 | 162 |
| Number of Non-Managed Accounts | $36,000 | 294 |
| Total fiduciary and related assets | $1,272,320,000 | 155 |
| Managed Assets ($) | $1,071,094,000 | 128 |
| Non-managed Assets ($) | $201,226,000 | 172 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,235,000 | 135 |
| 2014-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,109,000 | 191 |
| Number of Managed Accounts | $1,069,000 | 160 |
| Number of Non-Managed Accounts | $40,000 | 284 |
| Total fiduciary and related assets | $1,331,983,000 | 151 |
| Managed Assets ($) | $1,129,978,000 | 126 |
| Non-managed Assets ($) | $202,005,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,341,000 | 133 |
| 2014-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,149,000 | 186 |
| Number of Managed Accounts | $1,109,000 | 152 |
| Number of Non-Managed Accounts | $40,000 | 287 |
| Total fiduciary and related assets | $1,605,705,000 | 133 |
| Managed Assets ($) | $1,406,905,000 | 110 |
| Non-managed Assets ($) | $198,800,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,218,000 | 131 |
| 2013-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,157,000 | 192 |
| Number of Managed Accounts | $1,108,000 | 152 |
| Number of Non-Managed Accounts | $49,000 | 474 |
| Total fiduciary and related assets | $1,586,087,000 | 134 |
| Managed Assets ($) | $1,380,616,000 | 113 |
| Non-managed Assets ($) | $205,471,000 | 170 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,320,000 | 129 |
| 2013-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,167,000 | 178 |
| Number of Managed Accounts | $1,117,000 | 145 |
| Number of Non-Managed Accounts | $50,000 | 273 |
| Total fiduciary and related assets | $1,482,846,000 | 135 |
| Managed Assets ($) | $1,285,090,000 | 111 |
| Non-managed Assets ($) | $197,756,000 | 168 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,012,000 | 128 |
| 2013-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,315,000 | 164 |
| Number of Managed Accounts | $1,265,000 | 124 |
| Number of Non-Managed Accounts | $50,000 | 273 |
| Total fiduciary and related assets | $1,614,063,000 | 128 |
| Managed Assets ($) | $1,425,823,000 | 105 |
| Non-managed Assets ($) | $188,240,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,817,000 | 122 |
| 2013-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,307,000 | 166 |
| Number of Managed Accounts | $1,260,000 | 123 |
| Number of Non-Managed Accounts | $47,000 | 278 |
| Total fiduciary and related assets | $1,620,978,000 | 131 |
| Managed Assets ($) | $1,427,279,000 | 105 |
| Non-managed Assets ($) | $193,699,000 | 173 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,345,000 | 125 |
| 2012-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,299,000 | 172 |
| Number of Managed Accounts | $1,249,000 | 128 |
| Number of Non-Managed Accounts | $50,000 | 482 |
| Total fiduciary and related assets | $1,525,924,000 | 133 |
| Managed Assets ($) | $1,344,045,000 | 105 |
| Non-managed Assets ($) | $181,879,000 | 179 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,091,000 | 117 |
| 2012-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,295,000 | 165 |
| Number of Managed Accounts | $1,247,000 | 126 |
| Number of Non-Managed Accounts | $48,000 | 262 |
| Total fiduciary and related assets | $1,544,897,000 | 128 |
| Managed Assets ($) | $1,364,493,000 | 104 |
| Non-managed Assets ($) | $180,404,000 | 174 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,811,000 | 116 |
| 2012-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,306,000 | 160 |
| Number of Managed Accounts | $1,255,000 | 124 |
| Number of Non-Managed Accounts | $51,000 | 258 |
| Total fiduciary and related assets | $1,463,906,000 | 130 |
| Managed Assets ($) | $1,300,609,000 | 102 |
| Non-managed Assets ($) | $163,297,000 | 184 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,503,000 | 116 |
| 2012-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,271,000 | 161 |
| Number of Managed Accounts | $1,222,000 | 127 |
| Number of Non-Managed Accounts | $49,000 | 260 |
| Total fiduciary and related assets | $1,620,926,000 | 127 |
| Managed Assets ($) | $1,334,569,000 | 104 |
| Non-managed Assets ($) | $286,357,000 | 137 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,259,000 | 117 |
| 2011-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,268,000 | 168 |
| Number of Managed Accounts | $1,217,000 | 129 |
| Number of Non-Managed Accounts | $51,000 | 484 |
| Total fiduciary and related assets | $1,467,770,000 | 128 |
| Managed Assets ($) | $1,222,879,000 | 105 |
| Non-managed Assets ($) | $244,891,000 | 146 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,359,000 | 110 |
| 2011-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,216,000 | 167 |
| Number of Managed Accounts | $1,173,000 | 134 |
| Number of Non-Managed Accounts | $43,000 | 277 |
| Total fiduciary and related assets | $1,333,608,000 | 130 |
| Managed Assets ($) | $1,113,593,000 | 110 |
| Non-managed Assets ($) | $220,015,000 | 150 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,246,000 | 111 |
| 2011-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,201,000 | 168 |
| Number of Managed Accounts | $1,161,000 | 134 |
| Number of Non-Managed Accounts | $40,000 | 281 |
| Total fiduciary and related assets | $1,535,814,000 | 127 |
| Managed Assets ($) | $1,318,091,000 | 108 |
| Non-managed Assets ($) | $217,723,000 | 152 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,224,000 | 110 |
| 2011-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,200,000 | 166 |
| Number of Managed Accounts | $1,141,000 | 130 |
| Number of Non-Managed Accounts | $59,000 | 259 |
| Total fiduciary and related assets | $1,513,498,000 | 128 |
| Managed Assets ($) | $1,293,705,000 | 105 |
| Non-managed Assets ($) | $219,793,000 | 156 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,075,000 | 107 |
| 2010-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,190,000 | 183 |
| Number of Managed Accounts | $1,129,000 | 137 |
| Number of Non-Managed Accounts | $61,000 | 459 |
| Total fiduciary and related assets | $1,456,275,000 | 134 |
| Managed Assets ($) | $1,240,396,000 | 106 |
| Non-managed Assets ($) | $215,879,000 | 160 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,775,000 | 107 |
| 2010-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,191,000 | 171 |
| Number of Managed Accounts | $1,126,000 | 132 |
| Number of Non-Managed Accounts | $65,000 | 242 |
| Total fiduciary and related assets | $1,385,129,000 | 134 |
| Managed Assets ($) | $1,179,481,000 | 104 |
| Non-managed Assets ($) | $205,648,000 | 158 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,784,000 | 107 |
| 2010-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,192,000 | 169 |
| Number of Managed Accounts | $1,129,000 | 131 |
| Number of Non-Managed Accounts | $63,000 | 248 |
| Total fiduciary and related assets | $1,277,757,000 | 132 |
| Managed Assets ($) | $1,095,099,000 | 105 |
| Non-managed Assets ($) | $182,658,000 | 167 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,826,000 | 108 |
| 2010-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,203,000 | 169 |
| Number of Managed Accounts | $1,139,000 | 127 |
| Number of Non-Managed Accounts | $64,000 | 249 |
| Total fiduciary and related assets | $1,393,205,000 | 132 |
| Managed Assets ($) | $1,196,210,000 | 101 |
| Non-managed Assets ($) | $196,995,000 | 169 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,944,000 | 106 |
| 2009-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,225,000 | 180 |
| Number of Managed Accounts | $1,157,000 | 136 |
| Number of Non-Managed Accounts | $68,000 | 442 |
| Total fiduciary and related assets | $1,369,869,000 | 132 |
| Managed Assets ($) | $1,175,578,000 | 102 |
| Non-managed Assets ($) | $194,291,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,572,000 | 106 |
| 2009-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,233,000 | 166 |
| Number of Managed Accounts | $1,171,000 | 127 |
| Number of Non-Managed Accounts | $62,000 | 240 |
| Total fiduciary and related assets | $1,327,875,000 | 134 |
| Managed Assets ($) | $1,155,599,000 | 102 |
| Non-managed Assets ($) | $172,276,000 | 166 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,549,000 | 106 |
| 2009-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,240,000 | 168 |
| Number of Managed Accounts | $1,180,000 | 132 |
| Number of Non-Managed Accounts | $60,000 | 249 |
| Total fiduciary and related assets | $1,206,752,000 | 139 |
| Managed Assets ($) | $1,068,901,000 | 106 |
| Non-managed Assets ($) | $137,851,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,596,000 | 110 |
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,250,000 | 168 |
| Number of Managed Accounts | $1,191,000 | 131 |
| Number of Non-Managed Accounts | $59,000 | 249 |
| Total fiduciary and related assets | $1,102,108,000 | 140 |
| Managed Assets ($) | $981,507,000 | 106 |
| Non-managed Assets ($) | $120,601,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,734,000 | 113 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,274,000 | 178 |
| Number of Managed Accounts | $1,205,000 | 133 |
| Number of Non-Managed Accounts | $69,000 | 457 |
| Total fiduciary and related assets | $1,240,287,000 | 136 |
| Managed Assets ($) | $1,111,056,000 | 102 |
| Non-managed Assets ($) | $129,231,000 | 201 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,555,000 | 108 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,283,000 | 163 |
| Number of Managed Accounts | $1,213,000 | 128 |
| Number of Non-Managed Accounts | $70,000 | 250 |
| Total fiduciary and related assets | $1,403,743,000 | 130 |
| Managed Assets ($) | $1,258,586,000 | 102 |
| Non-managed Assets ($) | $145,157,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,688,000 | 108 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,296,000 | 164 |
| Number of Managed Accounts | $1,224,000 | 127 |
| Number of Non-Managed Accounts | $72,000 | 254 |
| Total fiduciary and related assets | $1,496,915,000 | 134 |
| Managed Assets ($) | $1,340,525,000 | 102 |
| Non-managed Assets ($) | $156,390,000 | 192 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,531,000 | 111 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,298,000 | 169 |
| Number of Managed Accounts | $1,223,000 | 130 |
| Number of Non-Managed Accounts | $75,000 | 251 |
| Total fiduciary and related assets | $1,553,322,000 | 138 |
| Managed Assets ($) | $1,372,139,000 | 105 |
| Non-managed Assets ($) | $181,183,000 | 182 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,288,000 | 110 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,309,000 | 176 |
| Number of Managed Accounts | $1,232,000 | 131 |
| Number of Non-Managed Accounts | $77,000 | 435 |
| Total fiduciary and related assets | $1,649,218,000 | 134 |
| Managed Assets ($) | $1,456,968,000 | 103 |
| Non-managed Assets ($) | $192,250,000 | 185 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,798,000 | 103 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,329,000 | 161 |
| Number of Managed Accounts | $1,251,000 | 127 |
| Number of Non-Managed Accounts | $78,000 | 236 |
| Total fiduciary and related assets | $1,724,693,000 | 131 |
| Managed Assets ($) | $1,510,040,000 | 101 |
| Non-managed Assets ($) | $214,653,000 | 175 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,370,000 | 102 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,339,000 | 163 |
| Number of Managed Accounts | $1,263,000 | 128 |
| Number of Non-Managed Accounts | $76,000 | 245 |
| Total fiduciary and related assets | $1,708,445,000 | 136 |
| Managed Assets ($) | $1,493,377,000 | 104 |
| Non-managed Assets ($) | $215,068,000 | 180 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,900,000 | 107 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,366,000 | 158 |
| Number of Managed Accounts | $1,289,000 | 122 |
| Number of Non-Managed Accounts | $77,000 | 250 |
| Total fiduciary and related assets | $1,654,620,000 | 138 |
| Managed Assets ($) | $1,466,968,000 | 104 |
| Non-managed Assets ($) | $187,652,000 | 188 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,406,000 | 105 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,373,000 | 168 |
| Number of Managed Accounts | $1,295,000 | 124 |
| Number of Non-Managed Accounts | $78,000 | 425 |
| Total fiduciary and related assets | $1,654,619,000 | 134 |
| Managed Assets ($) | $1,469,873,000 | 102 |
| Non-managed Assets ($) | $184,746,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $9,666,000 | 102 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,357,000 | 162 |
| Number of Managed Accounts | $1,279,000 | 128 |
| Number of Non-Managed Accounts | $78,000 | 250 |
| Total fiduciary and related assets | $1,552,635,000 | 141 |
| Managed Assets ($) | $1,378,255,000 | 105 |
| Non-managed Assets ($) | $174,380,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,204,000 | 108 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,376,000 | 163 |
| Number of Managed Accounts | $1,296,000 | 132 |
| Number of Non-Managed Accounts | $80,000 | 257 |
| Total fiduciary and related assets | $1,550,164,000 | 145 |
| Managed Assets ($) | $1,382,417,000 | 107 |
| Non-managed Assets ($) | $167,747,000 | 204 |
| Memoranda | ||
| Gross Fiduciary activities income | $4,794,000 | 112 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,385,000 | 162 |
| Number of Managed Accounts | $1,303,000 | 129 |
| Number of Non-Managed Accounts | $82,000 | 261 |
| Total fiduciary and related assets | $1,581,983,000 | 146 |
| Managed Assets ($) | $1,410,091,000 | 105 |
| Non-managed Assets ($) | $171,892,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,409,000 | 110 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,402,000 | 165 |
| Number of Managed Accounts | $1,312,000 | 129 |
| Number of Non-Managed Accounts | $90,000 | 404 |
| Total fiduciary and related assets | $1,914,609,000 | 128 |
| Managed Assets ($) | $1,363,602,000 | 108 |
| Non-managed Assets ($) | $551,007,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $8,518,000 | 112 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $17,726,000 | 29 |
| Number of Managed Accounts | $1,301,000 | 122 |
| Number of Non-Managed Accounts | $16,425,000 | 16 |
| Total fiduciary and related assets | $2,026,104,000 | 125 |
| Managed Assets ($) | $1,353,923,000 | 107 |
| Non-managed Assets ($) | $672,181,000 | 128 |
| Memoranda | ||
| Gross Fiduciary activities income | $6,151,000 | 113 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $17,382,000 | 31 |
| Number of Managed Accounts | $1,317,000 | 119 |
| Number of Non-Managed Accounts | $16,065,000 | 18 |
| Total fiduciary and related assets | $1,867,590,000 | 125 |
| Managed Assets ($) | $1,267,261,000 | 107 |
| Non-managed Assets ($) | $600,329,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,846,000 | 116 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $16,359,000 | 33 |
| Number of Managed Accounts | $1,085,000 | 146 |
| Number of Non-Managed Accounts | $15,274,000 | 19 |
| Total fiduciary and related assets | $1,683,611,000 | 135 |
| Managed Assets ($) | $1,040,959,000 | 122 |
| Non-managed Assets ($) | $642,652,000 | 129 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,877,000 | 122 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,677,000 | 35 |
| Number of Managed Accounts | $1,112,000 | 147 |
| Number of Non-Managed Accounts | $14,565,000 | 21 |
| Total fiduciary and related assets | $1,686,957,000 | 139 |
| Managed Assets ($) | $1,091,263,000 | 118 |
| Non-managed Assets ($) | $595,694,000 | 134 |
| Memoranda | ||
| Gross Fiduciary activities income | $7,982,000 | 116 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $15,402,000 | 34 |
| Number of Managed Accounts | $1,395,000 | 115 |
| Number of Non-Managed Accounts | $14,007,000 | 20 |
| Total fiduciary and related assets | $1,577,270,000 | 142 |
| Managed Assets ($) | $988,417,000 | 125 |
| Non-managed Assets ($) | $588,853,000 | 133 |
| Memoranda | ||
| Gross Fiduciary activities income | $5,981,000 | 117 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,893,000 | 35 |
| Number of Managed Accounts | $1,433,000 | 114 |
| Number of Non-Managed Accounts | $13,460,000 | 20 |
| Total fiduciary and related assets | $1,609,632,000 | 138 |
| Managed Assets ($) | $1,021,083,000 | 120 |
| Non-managed Assets ($) | $588,549,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | $3,889,000 | 121 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $14,101,000 | 36 |
| Number of Managed Accounts | $1,395,000 | 117 |
| Number of Non-Managed Accounts | $12,706,000 | 20 |
| Total fiduciary and related assets | $1,592,736,000 | 144 |
| Managed Assets ($) | $996,395,000 | 122 |
| Non-managed Assets ($) | $596,341,000 | 136 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $13,021,000 | 39 |
| Number of Managed Accounts | $947,000 | 175 |
| Number of Non-Managed Accounts | $12,074,000 | 21 |
| Total fiduciary and related assets | $1,100,779,000 | 173 |
| Managed Assets ($) | $903,976,000 | 134 |
| Non-managed Assets ($) | $196,803,000 | 208 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,631,000 | 39 |
| Number of Managed Accounts | $937,000 | 171 |
| Number of Non-Managed Accounts | $11,694,000 | 21 |
| Total fiduciary and related assets | $1,056,153,000 | 177 |
| Managed Assets ($) | $853,370,000 | 143 |
| Non-managed Assets ($) | $202,783,000 | 197 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,042,000 | 41 |
| Number of Managed Accounts | $953,000 | 174 |
| Number of Non-Managed Accounts | $11,089,000 | 23 |
| Total fiduciary and related assets | $1,042,402,000 | 178 |
| Managed Assets ($) | $843,881,000 | 143 |
| Non-managed Assets ($) | $198,521,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,954,000 | 39 |
| Number of Managed Accounts | $956,000 | 179 |
| Number of Non-Managed Accounts | $11,998,000 | 21 |
| Total fiduciary and related assets | $983,081,000 | 187 |
| Managed Assets ($) | $793,686,000 | 149 |
| Non-managed Assets ($) | $189,395,000 | 209 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $12,378,000 | 40 |
| Number of Managed Accounts | $950,000 | 185 |
| Number of Non-Managed Accounts | $11,428,000 | 20 |
| Total fiduciary and related assets | $998,184,000 | 185 |
| Managed Assets ($) | $796,951,000 | 147 |
| Non-managed Assets ($) | $201,233,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1,865 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1998-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1997-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $815,000 | 526 |
| 1996-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1995-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $86,000 | 1,193 |
| 1994-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,599 |
| 1993-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,630 |
| 1992-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | $0 | 1,658 |